SEI’s Tax Management Expansion and Syverson Strege Collaboration Could Be a Game Changer for SEIC

• In November 2025, SEI Investments announced the expansion of its tax management capabilities for advisors and began a new collaboration with Syverson Strege, facilitating the migration of assets to SEI's wealth management platform and enhancing client services through integrated technology and investment solutions.
• With these initiatives, SEI is positioning itself to offer more personalized, tax-efficient investment management and streamlined operations for advisory firms seeking greater operational efficiency and client engagement.
• We'll explore how SEI's expanded tax management solutions could influence the company's long-term growth potential and competitive positioning.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

SEI Investments Investment Narrative Recap

To own SEI Investments as a shareholder, you need to believe in the firm’s ability to deliver innovative technology and investment solutions that attract and retain advisory clients, while managing margin pressures from ongoing investment and competition. The recent expansion of tax management capabilities and partnership with Syverson Strege may support SEI’s operational efficiency and client experience, but is unlikely to materially move the needle on near-term earnings; the biggest catalyst remains successful client conversions, while ongoing spending creates margin risk.

Among recent updates, SEI’s enhanced tax management tools for separately and unified managed accounts stand out as directly relevant. By arming advisors with improved customization, tax optimization, and investor-centric reporting, SEI underscores its focus on serving high-value clients and strengthening relationships, a crucial step toward supporting the firm’s longer-term growth drivers that stem from improved flows and scale efficiencies.

However, investors need to keep in mind that, despite these efforts, the risk posed by prolonged margin pressure due to elevated spending could mean that...

Read the full narrative on SEI Investments (it's free!)

SEI Investments' narrative projects $2.5 billion revenue and $733.0 million earnings by 2028. This requires 4.8% yearly revenue growth and a $43.7 million earnings increase from $689.3 million today.

Uncover how SEI Investments' forecasts yield a $96.00 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community have shared fair value estimates for SEI Investments ranging from US$69.50 to US$96. With continuing margin pressure due to upfront investment, viewpoints on the company’s profitability and growth opportunities can vary significantly, consider reading several to see how your outlook aligns.

Explore 3 other fair value estimates on SEI Investments - why the stock might be worth as much as 20% more than the current price!

Build Your Own SEI Investments Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SEI Investments research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free SEI Investments research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SEI Investments' overall financial health at a glance.

No Opportunity In SEI Investments?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• Rare earth metals are the new gold rush. Find out which 36 stocks are leading the charge.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com